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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $440,423 | $202,342+117.7% | $172,752+154.9% | $152,897+188.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.17% | 1029.83%-1007.7pp | 802.97%-780.8pp | 345.43%-323.3pp |
| Employer contribution / active EE | $3,862 | $5,858-34.1% | $5,144-24.9% | $4,764-18.9% |
| Participant deferral / active EE | $7,084 | $5,948+19.1% | $5,198+36.3% | $5,851+21.1% |
| Admin fee / account holder | $6,361 | $17,111-62.8% | $13,955-54.4% | $11,599-45.2% |